About us.

Bob Aamodt, CFP®, MBA

Business Advisor

Bob Aamodt, CFP®, MBA is the founder of Rock House Financial. As a CERTIFIED FINANCIAL PLANNER™ practitioner with over 18 years of experience as a professional financial advisor, he is well known for his deep expertise, integrity, and client accountability.

Before his career in financial advising, Bob had already led a privately-held software company and built and sold his first business. As a result, he offers a uniquely experienced perspective to his clientele, many of whom are themselves self-made entrepreneurs.

Bob received both his B.A. in Business and his MBA from the David Eccles School of Business at the University of Utah. In addition to his passion for his clients, Bob has an equal commitment to his family and civic duties. He enjoys combining his personal interests with the business as much as possible, especially in his leadership positions with the Boy Scouts of America. He enjoys rock climbing, skiing, two-on-two competitive beach volleyball, kayaking, and camping with his family. Bob also has a beautiful singing voice and has been a member of the Utah Chamber Artists and Utah Symphony Chorus. He and his wife, Julie, are the parents of five children.

We’re Human

Our society is increasingly dependent on technology to solve our problems, and these advances have benefited investors. However, technology is generally limited to offering a sanitary, one-size-fits-all solution. Human expertise builds on these data-driven platforms to offer customized, personal service and perspective—without adding cost. Technology can’t sit knee-to-knee with you and solve the complex issues you’re facing, but we can—and do.

We Collaborate

We collaborate with our clients, their accountants, and their attorneys. We work together with your team of professionals to look out for you and protect your interests. We work to gain their trust and meet your goals.

We Care

That’s it. We actually care. We carry tax information packages to your CPA. We head over to your attorney’s office with you if it will help. We respond. We stay in touch with you. We are there in those critical moments. We have heart.

We’re Comprehensive

Don’t settle for anything less than a full-service, end-to-end, experienced, unbiased advisory team, a CFP® professional focused on reducing your tax burden and backed by a complete toolkit of available solutions.

How we work.

1. Identify & Prioritize Your Goals

2. Analyze & Evaluate Your Situation

3. Strategize & Develop A Plan

4. Activate & Implement Your Plan

5. Monitor & Track Your Progress